See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,189 | $150,440-55.3% | $136,294-50.7% | $147,584-54.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 55.47% | 1049.08%-993.6pp | 5155.94%-5100.5pp | 578.55%-523.1pp |
| Employer contribution / active EE | $15,747 | $5,256+199.6% | $4,695+235.4% | $4,876+222.9% |
| Participant deferral / active EE | $8,736 | $6,630+31.7% | $6,247+39.8% | $5,439+60.6% |
| Admin fee / account holder | $2,354 | $10,905-78.4% | $9,243-74.5% | $10,885-78.4% |